Teams at Western & Southern Financial Group

Leads a financial services agency by coaching managers and representatives, driving sales and client retention, developing business plans, recruiting talent, overseeing training, monitoring performance, and ensuring compliance with agency standards. Builds relationships with clients, businesses, community groups, and affinity organizations while reporting production, recruitment, retention, and acquisition results to senior management. Provides operational guidance and collaborates with home office teams.

Leads and develops Financial Representatives by coaching sales performance, managing onboarding and training, driving prospecting and client acquisition, supporting recruiting and retention, and ensuring agency scorecard objectives are met. The role translates organizational strategy into production goals, monitors representative performance, coordinates sales programs, provides reporting to agency leadership, and maintains relationships with management and community organizations.

Leads and develops Financial Representatives by coaching sales performance, managing onboarding and training, driving prospecting and customer acquisition, supporting recruiting and retention, and ensuring agency scorecard results. Provides strategic direction, monitors production and performance standards, coordinates sales programs, and maintains relationships with agency leadership and support teams. Requires financial services sales experience, relevant industry licenses, and access to an automobile.